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Rothschild & Co Asset Management US’s iShares Russell 2000 ETF IWM Stock Holding History

Rothschild & Co Asset Management US’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,463
Closed -$217K – 357
2017
Q3 		$217K Buy
+1,463
New +$206K ﹤0.01% 339
2015
Q4 		– Sell
-16,183
Closed -$1.77M – 523
2015
Q3 		$1.77M Sell
16,183
-6,574
-29% -$779K 0.03% 312
2015
Q2 		$2.84M Buy
+22,757
New +$2.84M 0.05% 292

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Rothschild & Co Asset Management US's IWM Position: Q4 2017 in Review

Rothschild & Co Asset Management US sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 1,463 shares — an estimated $217K sold.

Rothschild & Co Asset Management US first reported a position in IWM in Q2 2015 and held it in 3 quarters. The position peaked at $2.84M in Q2 2015. 1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Rothschild & Co Asset Management US reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 1,463 iShares Russell 2000 ETF shares in Q4 2017, an estimated $217K.
  • Rothschild & Co Asset Management US first reported a position in iShares Russell 2000 ETF in Q2 2015 and held it in 3 quarters.
  • Rothschild & Co Asset Management US's iShares Russell 2000 ETF position peaked at $2.84M in Q2 2015.
  • 1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2017, filed 12 Feb 2018.